Stephanie serves as a Director and offers retirement plan consulting services that include conducting plan strategy sessions for clients, consulting on all aspects of Fiduciary standards, ERISA plan design, fee benchmarking and analysis, investment selection and monitoring, participant education, and record-keeper selection and oversight. Stephanie monitors and assesses the changes in legal, fiduciary and investment regulations.
Prior to joining OneDigital, Stephanie worked for Huntington National Bank for 25 years and has over 20 years of experience in the retirement plan industry.
She holds a Bachelor of Business Administration degree, majoring in Finance from Grand Valley State University. Stephanie holds her Series 65 license. Stephanie also holds the Qualified 401(k) Administrator (QKA) designation and Qualified Plan Financial Consultant (QPFC) designation through the American Retirement Association. Stephanie also holds the Accredited Investment Fiduciary (AIF) designation.
